Peterson Wealth Management’s AT&T T Stock Holding History

Peterson Wealth Management’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-11,642	Closed	-$256K	–	50
2020 Q1	$256K	Sell	11,642 -662	-5%	-$18.1K	0.31%	36
2019 Q4	$354K	Buy	+12,304	New	+$355K	0.32%	34

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Peterson Wealth Management's T Position: Q2 2020 in Review

Peterson Wealth Management sold out of AT&T (T) in Q2 2020, closing a stake of 11,642 shares — an estimated $256K sold.

Peterson Wealth Management first reported a position in T in Q4 2019 and held it in 2 quarters. The position peaked at $354K in Q4 2019. 2,469 funds tracked by Wall St. Rank hold T as of Q2 2020.

Peterson Wealth Management reported no remaining AT&T position as of Q2 2020 after selling out during the quarter.
Peterson Wealth Management sold 11,642 AT&T shares in Q2 2020, an estimated $256K.
Peterson Wealth Management first reported a position in AT&T in Q4 2019 and held it in 2 quarters.
Peterson Wealth Management's AT&T position peaked at $354K in Q4 2019.
2,469 funds tracked by Wall St. Rank held AT&T as of Q2 2020.

Based on Peterson Wealth Management's 13F filing for Q2 2020, filed 22 Jul 2020.